Strategic Financial Concepts’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Strategic Financial Concepts’s Portfolio PULS Stock Details PULS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-5,754	Closed	-$285K	–	293
2026 Q1	$285K	Buy	+5,754	New	+$286K	0.07%	221
2025 Q2	–	Sell	-4,300	Closed	-$214K	–	343
2025 Q1	$214K	Sell	4,300 -2,446	-36%	-$121K	0.04%	311
2024 Q4	$334K	Buy	+6,746	New	+$335K	0.06%	222

Other funds holding PULS

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Strategic Financial Concepts's PULS Position: Q2 2026 in Review

Strategic Financial Concepts sold out of PGIM Ultra Short Bond ETF (PULS) in Q2 2026, closing a stake of 5,754 shares — an estimated $285K sold.

Strategic Financial Concepts first reported a position in PULS in Q4 2024 and held it in 3 quarters. The position peaked at $334K in Q4 2024. 468 funds tracked by Wall St. Rank hold PULS as of Q2 2026.

Strategic Financial Concepts reported no remaining PGIM Ultra Short Bond ETF position as of Q2 2026 after selling out during the quarter.
Strategic Financial Concepts sold 5,754 PGIM Ultra Short Bond ETF shares in Q2 2026, an estimated $285K.
Strategic Financial Concepts first reported a position in PGIM Ultra Short Bond ETF in Q4 2024 and held it in 3 quarters.
Strategic Financial Concepts's PGIM Ultra Short Bond ETF position peaked at $334K in Q4 2024.
468 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q2 2026.

Based on Strategic Financial Concepts's 13F filing for Q2 2026, filed 28 Jul 2026.